WAOI
Wealth Advisors of Iowa’s Dow Inc DOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-24,959
| Closed | -$1.39M | – | 61 |
|
|
2022
Q2 | $1.39M | Buy |
24,959
+16,456
| +194% | +$918K | 0.24% | 32 |
|
|
2022
Q1 | $542K | Buy |
8,503
+2,557
| +43% | +$163K | 0.27% | 36 |
|
|
2021
Q4 | $337K | Buy |
5,946
+882
| +17% | +$50K | 0.18% | 42 |
|
|
2021
Q3 | $291K | Sell |
5,064
-716
| -12% | -$41.1K | 0.16% | 46 |
|
|
2021
Q2 | $366K | Buy |
5,780
+530
| +10% | +$33.6K | 0.19% | 35 |
|
|
2021
Q1 | $336K | Buy |
+5,250
| New | +$336K | 0.19% | 37 |
|